About Payment Processing Transactions

Payment Processing integrates seamlessly with key screens in Order Entry and Accounts Receivable, allowing you to process credit cards while working in Sage 300.

You use the integrated screens in Accounts Receivable and Order Entry to launch the Process Credit Card screen, where you enter or review billing information, order totals, and credit card details. From this screen, you launch the Sage Payment Solutions browser form, where you complete the transaction.

After Sage Payment Solutions processes the transaction, transaction details and a status message appear on the Process Credit Card screen.

Processing Credit Cards in Accounts Receivable

After you install and activate Payment Processing, the following Accounts Receivable screens are updated to support credit card processing:

• A/R Customers. A Credit Card tab appears on the A/R Customers screen and allows you to view, add, edit, and delete credit card records for customers.
• A/R Credit Card Information. An A/R Credit Card Information screen allows you to drill down from screens in Accounts Receivable and Order Entry to view, edit, or delete credit card information.
• A/R Invoice Entry. When you select a payment code that uses the SPS Credit Card payment type, you can process a credit card prepayment for an invoice.
• A/R Payment Codes. A payment type called SPS Credit Card appears in the list of available selections for payment codes. You must select this payment type for each payment code you will use when processing credit card transactions.
• A/R Receipt Entry. When you select a payment code that uses the SPS Credit Card payment type, you can process a credit card transaction for a prepayment, receipt, unapplied cash, or miscellaneous receipt.

Last published: 4/8/2016